2021-05-04T10:30:15-05:00 2020-06-30 946214841 ARMANINO LLP 15950 N DALLAS PKWY 600 DALLAS TX 75248 990 2019-07-01 752714693 THE CONSERVATIVE JEWISH DAY SCHOOL OF DALLAS INC CONS 9722483032 18011 HILLCREST ROAD DALLAS TX 75252 TOM ELIEFF HEAD OF SCHOOL 9722483032 2021-05-03 1 MATTHEW PETROSKI P00853132 9726611843 2021-05-03 2019 2022-09-23 18:48:47Z ANN AND NATE LEVINE ACADEMY TOM ELIEFF 18011 HILLCREST ROAD DALLAS TX 75252 13068915 0 X WWW.LEVINEACADEMY.ORG X 1997 TX ANN & NATE LEVINE ACADEMY IS AN INCLUSIVE, DYNAMIC JEWISH DAY SCHOOL (CONTINUED ON SCHEDULE O)WHICH FOSTERS LEADERSHIP, CREATIVITY, CRITICAL THINKING AND JEWISH VALUES WHILE EMPOWERING ITS STUDENTS WITH INTEGRITY, SELF-CONFIDENCE AND INTELLECTUAL CURIOSITY. 24 24 200 100 0 0 1353003 1076707 7285933 9559541 54530 385348 16899 -35363 8710365 10986233 0 1551492 0 0 6075247 6732157 0 0 172855 2566251 2576357 8641498 10860006 68867 126227 15807621 15779558 5212090 5401934 10595531 10377624 ANN & NATE LEVINE ACADEMY IS AN INCLUSIVE, DYNAMIC JEWISH DAY SCHOOL WHICH FOSTERS LEADERSHIP, CREATIVITY, CRITICAL THINKING AND JEWISH VALUES WHILE EMPOWERING ITS STUDENTS WITH INTEGRITY, SELF-CONFIDENCE AND INTELLECTUAL CURIOSITY. 0 0 8292498 1551492 8444898 ACADEMIC PROGRAMS PROVIDED A STRONG ACADEMIC AND RELIGIOUS EDUCATION TO ABOUT 431 JEWISH CHILDREN. THE PROGRAM PROVIDES A SENSE OF RELIGIOUS AND CULTURAL UNDERSTANDING AND PRIDE. 370091 784902 ENRICHMENT, DAYCARE, AND CAMP PROGRAMSPROVIDED AN ENVIRONMENT FOR THE WORKING PARENT FOR CHILD CARE. 370091 329741 STUDENT/EDUCATIONAL SUPPORTING ACTIVITIES PROVIDED A WIDE VARIETY OF PROGRAMS ENCOMPASSING SPORTS SUCH AS BASKETBALL AND SOCCER, DRAMA, MUSIC, CHESS AND ART. THESE PROGRAMS WERE DESIGNED TO ASSIST IN THE DEVELOPMENT OF THE CHILD'S SELF ESTEEM. 9032680 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 32 0 1 200 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 24 24 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 X BRAD FLEURY 9722483032 18011 HILLCREST DALLAS TX 75252 SANDY HAYMANN MARKS PRESIDENT 2.00 X X 0 0 0 MARC GROSSFELD VP FINANCE 2.00 X X 0 0 0 JODI LEMESHEV VP DEVELOPMENT 2.00 X X 0 0 0 JENNIFER GOLDSTEIN SECRETARY 2.00 X X 0 0 0 JONATHAN BLUM REPRESENTATIVE 2.00 X 0 0 0 MICHAEL COHEN REPRESENTATIVE 2.00 X 0 0 0 DAN GOLD REPRESENTATIVE 2.00 X 0 0 0 JOANNE HAZAN REPRESENTATIVE 2.00 X 0 0 0 HYLTON JONAS REPRESENTATIVE 2.00 X 0 0 0 EMILY KERN REPRESENTATIVE 2.00 X 0 0 0 NATE LEVINE REPRESENTATIVE 2.00 X 0 0 0 SHAUN MEDOWS REPRESENTATIVE 2.00 X 0 0 0 MARLO MICHAELI REPRESENTATIVE 2.00 X 0 0 0 YURY MINTSKOVSKY REPRESENTATIVE 2.00 X 0 0 0 JANIS PEISER REPRESENTATIVE 2.00 X 0 0 0 LEE RAPHAEL REPRESENTATIVE 2.00 X 0 0 0 RISHA KOPEL REIMAN REPRESENTATIVE 2.00 X 0 0 0 JOSH ROTHSTEIN REPRESENTATIVE 2.00 X 0 0 0 NEAL ROTHSTEIN REPRESENTATIVE 2.00 X 0 0 0 ADAM STERN REPRESENTATIVE 2.00 X 0 0 0 MARK WAYNE REPRESENTATIVE 2.00 X 0 0 0 LAURA WEINSTEIN REPRESENTATIVE 2.00 X 0 0 0 JULIE WILKOFSKY REPRESENTATIVE 2.00 X 0 0 0 MICHAEL ZIMMERMANN REPRESENTATIVE 2.00 X 0 0 0 TOM ELIEFF HEAD OF SCHOOL 40.00 X 258298 0 49159 STACEY BEHRENDT EC DIRECTOR 40.00 X 104545 0 0 362843 0 49159 2 0 1 0 HBR TECHNOLOGIES 2305 MIDWAY RD CARROLTON TX 75006 IT SUPPORT AND SERVICES 206248 THE CLEAR OPTION BUILDING MAINTENANCE 722 DEVONSHIRE RICHARDSON TX 75080 BUILDING MAINTENANCE AND CLEANING SERVIC 180083 POWERKIDS 2200 SKY HARBOR PLANO TX 75025 EARLY CHILDHOOD PHYSICAL EDUCATION 111948 3 647582 429125 1076707 TUITION & FEES 611600 8444898 8444898 DAYCARE/CAMP PROGRAMS 611600 784902 784902 STUDENT ACTIVITIES 611600 329741 329741 9559541 53428 53428 2263236 1931316 331920 331920 331920 93503 647582 151366 -57863 -57863 4180 0 4180 4180 FACILITIES RENTAL 900099 14295 14295 OTHER INCOME 900099 4025 4025 18320 10986233 9559541 0 349985 1551492 1551492 430581 430581 5265365 4538676 591535 135154 72753 69165 3194 394 570217 500910 66450 2857 393241 319789 63083 10369 6146 6146 23000 23000 12917 12917 23876 23876 82657 41765 37745 3147 311519 277252 31152 3115 552540 491762 55253 5525 81835 72834 8184 817 559062 497565 55906 5591 95700 60545 33287 1868 STUDENT ACTIVITIES 405167 405167 SUPPLIES AND MATERIALS 263370 205758 57508 104 OTHER EXPENSES 158568 154654 3914 10860006 9032680 1654471 172855 1229386 520716 450541 1391009 313340 668658 149811 206109 356953 19725122 8980044 11039130 10745078 2188309 2302651 25488 0 15807621 15779558 423281 510716 3154296 2073635 1634513 1636426 0 1181157 5212090 5401934 X 9345858 8359004 1249673 2018620 10595531 10377624 15807621 15779558 126227 -344134 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2281486 15771 21168 50000 2268425 2438409 121850 159375 2400884 2322904 280037 127460 291992 2438409 1929358 495354 165313 267121 2322904 2068337 9328 52860 116989 2013536 0.41000 0.59000 1 0 1838059 1838059 1375000 899181 475819 13960122 5779302 8180820 2490189 2301561 188628 61752 61752 10745078 U.S. SMALL BUISNESS ADMINISTRATION (PPP) 1158657 REFUNDABLE DEPOSITS 22500 1181157 X 9229056 -344134 151366 -192768 9421824 12917 1551492 1564409 10986233 9446963 151366 151366 9295597 12917 1551492 1564409 10860006 PART V, LINE 4: THE SCHOOL'S ENDOWMENT CONSISTS OF SEVERAL INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. AS REQUIRED BY U.S GAAP, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS, INCLUDING FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS, ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. PART X, LINE 2: THE SCHOOL IS A QUALIFIED ORGANIZATION EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE SCHOOL HAS EVALUATED ITS CURRENT TAX POSITIONS AND HAS CONCLUDED THAT AS OF JUNE 30, 2020, THE SCHOOL DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE 151,366. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 1,551,492. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE 151,366. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 1,551,492. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE RACIALLY NONDISCRIMINATORY POLICY IS PUBLISHED ON THE SCHOOL'S WEBSITE. 2020 GALA 434995 341492 93503 2500 900 43000 650 59674 ANNUAL CAMPAIGN 306090 306090 44642 741085 647582 93503 2500 900 43000 650 104316 151366 -57863 1 FINANCIAL AID 178 1551492 FMV DIRECT CREDIT TO STUDENT'S ACCOUNT PART I, LINE 2: LEVINE ACADEMY PROVIDES A NEEDS-BASED FINANCIAL AID PROGRAM TO ASSIST QUALIFYING FAMILIES WITH STUDENTS IN GRADES KINDERGARTEN-EIGHTH WITH TUITION COSTS. ALL FAMILIES SEEKING CONSIDERATION FOR TUITION ASSISTANCE ARE REQUIRED TO SUBMIT AN ONLINE APPLICATION WITH FACTS. FAMILIES MUST ALSO FILE SUPPORTING DOCUMENTATION WITH FACTS. FACTS COLLECTS AND PROCESSES ALL INFORMATION AND SENDS A CONFIDENTIAL REPORT, INCLUDING A RECOMMENDATION, TO LEVINE'S FINANCIAL AID COMMITTEE. THE COMMITTEE REVIEWS THIS REPORT, ALONG WITH THE SCHOOL'S BUDGET FOR TUITION ASSISTANCE, AND MAKES AWARD DECISIONS. LEVINE ACADEMY OFFERS TUITION ASSISTANCE UNDER THE TUITION AFFORDABILITY PROGRAM FOR OUR EARLY CHILDHOOD CENTER THROUGH EIGHTH GRADE, BASED ON INCOME THRESHOLDS AND A PERCENTAGE OF AGI (ADJUSTED GROSS INCOME) AS REFLECTED ON THE MOST RECENT IRS 1040 FORM. THE TUITION AFFORDABILITY PROGRAM IS A FIRST-COME, FIRST-SERVED BASIS AND HAS LIMITED FUNDS. X 0 0 X X X X 0 0 0 0 0 0 0 0 0 TOM ELIEFF HEAD OF SCHOOL 246298 0 0 0 12000 0 12715 0 36444 0 307457 0 0 0 PART I, LINE 1A THE HEAD OF SCHOOL RECEIVES A HOUSING ALLOWANCE OF $12,000 THAT IS INCLUDED IN HIS TAXABLE INCOME. PART I, LINE 3 FOR ALL DIRECT REPORTS TO THE HEAD OF SCHOOL, THE HEAD OF SCHOOL HAS THE AUTHORITY TO ESTABLISH AND REVIEW COMPENSATION IN CONJUCTION WITH THE HR DIRECTOR. FORM 990, PART VI, SECTION A, LINE 7A CONGREGATION SHEARITH ISRAEL HAS THE POWER TO DESIGNATE ONE-SIXTH OF THE DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B CONGREGATION SHEARITH ISRAEL HAS TO GIVE CONSENT IF THE SCHOOL WANTS TO ESTABLISH A SYNAGOGUE OR ALLOW ANOTHER SYNAGOGUE TO OPERATE RELIGIOUS SERVICES ON ITS SITE. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING, THE FORM 990 IS CIRCULATED TO THE BOARD PRESIDENT, VICE PRESIDENT OF FINANCE, HEAD OF SCHOOL AND OTHER MEMBERS OF THE FINANCE COMMITTEE, EXECUTIVE COMMITTEE AND BOARD OF DIRECTORS FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C THE TRUSTEES AND OFFICERS REVIEW THE CONFLICT OF INTEREST POLICY ANNUALLY AND ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM ANNUALLY AT THE BEGINNING OF THE SCHOOL YEAR, AS WELL AS DISCLOSE ANY CONFLICTS THROUGHOUT THE YEAR AS REQUIRED BY THE POLICY. IF A CONFLICT IS IDENTIFIED, THE ISSUE IS REVIEWED BY THE EXECUTIVE COMMITEE OF THE BOARD AND THE HEAD OF SCHOOL. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION REVIEW POLICY FOR HEAD OF SCHOOL: THE FULL BOARD VOTES TO INVEST THE BOARD CHAIR WITH AUTHORITY TO NEGOTIATE THE TERMS OF THE HEAD OF SCHOOL'S COMPENSATION AND TO CONDUCT AN ANNUAL REVIEW. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF ALL GOVERNING DOCUMENTS ARE LOCATED IN THE POLICY MANUAL IN THE BUSINESS OFFICE AND ARE AVAILABLE TO THE PUBLIC UPON REQUEST.